This article will explain how to put files in offline mode. Keep in mind that files added to Company Documents or Forms cannot be put in offline mode. Only files added by clicking "Add Files" in Document Management can be set to offline mode. This means that files added to Forms or Company Documents, or through any method other than "Add Files" in Document Management, will not be available in offline mode.
Requirements
NOTE: In order to put a file in offline mode, the permission "Can Edit Documents" must be enabled
Click Projects on the left main menu.
Select a Project from the project list.
Click the 3 dots in the top right to open the menu and select Documents to access the Project's Document Vault.
Select the 3 dots next to the file you want to open, then select Offline.
A pop-up will open and you will select Proceed.
Observe the green download logo indicating the file is in offline mode.






